Resources/ Client portal

Authors

Jake Weatherford

33 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

Jake Weatherford

Brokerage Accounts for Your Kids

By Jake Weatherford

We all have reasons why we want to invest and

College Student Summer Savings Options

By Jake Weatherford

If you know a college student looking for ways to

The Advantages of Backdoor Roth IRA Conversions

By Jake Weatherford

401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement

Where Does Cryptocurrency Fit in My Portfolio?

By Jake Weatherford

Cryptocurrency has become an exceedingly popular investment vehicle. In these

Asset Location

By Jake Weatherford

In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager

What do the events in Ukraine have to do with one’s investments?

By Jake Weatherford

With the recent tragic conflict between Russia and Ukraine, many

7 Questions That Will Help You Choose an Independent Wealth Management Firm

By Jake Weatherford

Identifying the right financial advisor or team of advisors for

Jake Weatherford Discusses Stock Benchmarks with Adam Lee

By Jake Weatherford

In this video, Castlepoint Partner Jake Weatherford and Castlepoint Portfolio

Year-End Tax Ideas

By Jake Weatherford

In this video blog post, Castlepoint CEO Kendall King and

Meet Elijah Weatherford (and start thinking about college savings)!

By Jake Weatherford

Castlepoint Partner Jake Weatherford and wife Shelbie are excited to